VP, Portfolio Monitoring

The Client:
Global private markets investor The

Location:

London

The Opportunity:

A market-leading global private markets investor is seeking a senior professional to lead its Portfolio Monitoring function. This is a rare opportunity to move beyond traditional finance or reporting and take a genuinely commercial role sitting at the heart of a sophisticated private credit investment platform.

Managing a multi-billion‑pound portfolio, the team acts as the critical link between investment professionals, investor relations, and senior leadership – turning complex underlying portfolio data into meaningful insights that influence decision‑making, portfolio strategy, and investor communication.

• You will take ownership of a strategically important function responsible for providing transparency and insight across a diverse private credit and secondary investment portfolio.
• Lead and develop a specialist Portfolio Monitoring team, setting the strategic direction and driving best‑in‑class processes.
• Own the monitoring and analytical oversight of a broad private credit portfolio, identifying performance trends, risks, opportunities, and emerging themes.
• Lead valuation analysis across credit secondary investments, applying judgement and commercial understanding to assess portfolio movements.
• Act as a key business partner to investment teams, providing meaningful portfolio insights that support investment discussions and strategic decisions.
• Partner closely with Investor Relations to deliver high‑quality portfolio commentary and analysis for existing and prospective investors.
• Work alongside Operations and Data Intelligence teams to enhance reporting capabilities, improve data quality, and utilise technology and automation to create a more scalable operating model.
• Build robust processes and controls while ensuring the function continues to evolve alongside the growth and sophistication of the platform.

• Experience with in private credit, private equity, portfolio monitoring, valuations, investment analytics, transaction services, or a related private markets environment.
• A strong understanding of how private market portfolios are assessed, monitored, and communicated to investors.
• Experience in analysing complex financial information and translating it into clear, commercially relevant insights.
• Exposure to credit products, secondaries, valuation methodologies, and portfolio performance metrics.
• A proven ability to engage confidently with investment professionals, senior management, and external stakeholders.
• A track record of improving processes, leveraging technology, and enhancing the quality of portfolio information.
• Strong academic credentials and a professional qualification such as ACA or CFA would be highly advantageous.